+67.0%
MAR vs VRSN
+41.8%
+25.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.8% | +0.5% |
| 7D | -0.5% | -1.0% | +0.6% | -0.3% |
| 30D | -4.7% | -1.9% | -2.8% | -4.3% |
| 3M | -15.6% | +1.4% | -17.0% | -16.2% |
| 6M | +1.2% | +19.0% | -17.8% | -4.0% |
| YTD | +7.5% | +19.2% | -11.7% | +1.6% |
| 1Y | +26.6% | +1.7% | +24.9% | +25.4% |
| All | +67.0% | +41.8% | +25.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling